Juniper Advisory LLC

California
Registered In
02/18/2014
Incorp. Date
Foreign
Registration Type
Illinois
Foreign Jurisdiction

Company Summary

Juniper Advisory LLC at Ca lists David C Gordon and James E Burgdorfer of Chicago, IL as the associates.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Illinois
Company Type
Limited Liability Company - Out of State
Status
Terminated
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Csc - Lawyers Incorporating Service Registered 1505 Agent
251 LITTLE FALLS DR, WILMINGTON, DE 19808
David C Gordon Manager
191 N WACKER DR STE 900, CHICAGO, IL 60606
James E Burgdorfer Manager
191 N WACKER DR STE 900, CHICAGO, IL 60606
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191 N WACKER DR STE 900, CHICAGO, IL 60606 (Mailing) View Map

Financial Information for Juniper Advisory LLC

Form 5500

JUNIPER ADVISORY, LLC

110 North Wacker Suite 2500, Chicago, Il 60606 (312) 506-3000 EIN:05-0543192 Plan Admin:Jordan Shields
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameJUNIPER ADVISORY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 20 Assets BOY/EOY$5,072,688 / $4,497,796 2022 JUNIPER ADVISORY, LLC 401(K) PROFIT SHARING PLAN - Plan #001 16 / 20 $5,072,688 / $4,497,796
2021 Plan NameJUNIPER ADVISORY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 16 Assets BOY/EOY$4,096,656 / $5,072,688 2021 JUNIPER ADVISORY, LLC 401(K) PROFIT SHARING PLAN - Plan #001 12 / 16 $4,096,656 / $5,072,688
2020 Plan NameJUNIPER ADVISORY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$3,838,414 / $4,096,656 2020 JUNIPER ADVISORY, LLC 401(K) PROFIT SHARING PLAN - Plan #001 13 / 12 $3,838,414 / $4,096,656
2019 Plan NameJUNIPER ADVISORY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,881,233 / $3,838,414 2019 JUNIPER ADVISORY, LLC 401(K) PROFIT SHARING PLAN - Plan #001 13 / 13 $2,881,233 / $3,838,414
2019 Plan NameJUNIPER ADVISORY, LLC DEFINED BENEFIT PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY5 / 0 Assets BOY/EOY$4,241,069 / $0 2019 JUNIPER ADVISORY, LLC DEFINED BENEFIT PENSION PLAN AND TRUST - Plan #002 5 / 0 $4,241,069 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

JUNIPER ADVISORY LLC

191 N Wacker Dr Ste 900, Chicago, IL 60606-1925
Loan Date Approved Forgiven Lender Jobs
01/21/2021 Approved$251,607 Forgiven$252,537 LenderLake Forest Bank & Trust Company, National Association Jobs10 01/21/2021 $251,607 $252,537 Lake Forest Bank & Trust Company, National Association 10
04/05/2020 Approved$304,600 Forgiven$307,984 LenderLake Forest Bank & Trust Company, National Association Jobs9 04/05/2020 $304,600 $307,984 Lake Forest Bank & Trust Company, National Association 9
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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